Welcome to our dedicated page for Berkshire Hills Bancorp SEC filings (Ticker: BHLB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page aggregates SEC filings historically associated with Berkshire Hills Bancorp, Inc. under the symbol BHLB and its successor, Beacon Financial Corporation, now trading on the New York Stock Exchange as BBT. These regulatory documents provide a detailed record of the company’s financial reporting, corporate actions and transformation through its merger of equals with Brookline Bancorp, Inc.
Among the filings, investors will find Form 8-K reports in which Berkshire Hills Bancorp announced quarterly and annual financial results, including net interest income, net interest margin, operating earnings, efficiency ratios, loan and deposit balances, and asset quality measures. Other 8-K filings document dividends declared by the Board of Directors, conference call and webcast information, and materials such as investor presentations.
Filings from 2024 and 2025 are especially important for understanding the merger transaction. A Form 8-K dated August 25, 2025 reports receipt of all required regulatory approvals for the merger of equals with Brookline Bancorp. A subsequent Form 8-K dated September 2, 2025 confirms completion of the merger on September 1, 2025, the change of the holding company’s name to Beacon Financial Corporation, and the change of the NYSE ticker symbol from BHLB to BBT. Additional 8-K and 8-K/A filings describe related matters such as the assumption of subordinated debentures, amendments to the certificate of incorporation and bylaws, changes in directors and executive officers, and the appointment of a new independent registered public accounting firm.
Later 8-K and 8-K/A filings under the Beacon Financial Corporation name continue to reference that the company was previously known as Berkshire Hills Bancorp, Inc. and confirm that its common stock trades under the BBT symbol. These filings also include pro forma combined financial information for the merger with Brookline Bancorp. On this page, users can access these historical and transitional filings and use AI-powered summaries to quickly understand key points in lengthy documents such as merger-related 8-Ks and financial disclosures.
Beacon Financial Corporation has filed a Form S-8 to register securities issuable under its new Beacon Financial Corporation 2025 Stock Option and Incentive Plan. This plan is designed to provide stock-based compensation such as stock options, restricted stock, and restricted stock units to employees and other eligible participants. The filing incorporates the company’s latest Annual Report on Form 10-K, recent Quarterly Reports on Form 10-Q, and multiple Current Reports on Form 8-K by reference, so those documents together form the detailed prospectus for participants. The company also restates its Delaware law-based provisions that indemnify directors and officers and limit certain personal liability, and it lists related exhibits including the full plan document and standard award agreement forms.
Joanne B. Chang filed an Initial Statement of Beneficial Ownership (Form 3) reporting ownership of 10,443 shares of Common Stock of Beacon Financial Corp (symbol shown as BBT). The filing lists Chang's address in Boston, MA, and indicates her relationship to the issuer as a Director. The event date requiring the statement is 09/01/2025, and the form is signed on behalf of Joanne B. Chang by Marissa S. Martin as power of attorney on 09/05/2025. The report is filed by one reporting person and discloses the shares as directly beneficially owned.
Beacon Financial Corp (BBT) Form 3: John M. Pereira reported beneficial ownership of 19,431 shares of Common Stock on an initial Form 3 covering an event dated 09/01/2025. The filing indicates Mr. Pereira is a director of the issuer and the Form was signed on his behalf by Marissa S. Martin, P.O.A., on 09/05/2025. The filing was completed by one reporting person and lists the position and direct ownership without additional derivatives or indirect holdings.
Mark J. Meiklejohn filed an initial Form 3 disclosing beneficial ownership of 42,421 shares of common stock of Beacon Financial Corp (BBT). The filing lists Meiklejohn's address in Boston and identifies his relationship to the issuer as a director and the Chief Credit Officer. The reportable event date is 09/01/2025, and the Form 3 was signed by a power of attorney on 09/05/2025. No derivative securities or additional remarks are reported.
Margaret Boles Fitzgerald filed an initial Form 3 reporting beneficial ownership of Beacon Financial Corp (BBT) securities after a 09/01/2025 reportable event. The filing shows 16,071 shares held directly and an additional 273 shares held indirectly through an IRA. The form indicates Ms. Fitzgerald is a director and the Form 3 was signed via power of attorney on 09/05/2025.
Initial Form 3 filed for Merrill W. Sherman reporting ownership in Beacon Financial Corp (ticker BBT). The filing shows Mr. Sherman, a director, directly owns 23,421 shares of Beacon Financial Corp. The event requiring the statement occurred on 09/01/2025 and the Form 3 was signed by Marissa S. Martin as power of attorney on 09/05/2025. The filing was submitted by a single reporting person from a Boston, MA address.
Michael W. McCurdy filed an initial Form 3 reporting beneficial ownership of 35,009 shares of Beacon Financial Corp (ticker shown as BBT). The event requiring the statement is dated 09/01/2025 and the Form is signed on behalf of Mr. McCurdy by Marissa S. Martin, P.O.A., dated 09/05/2025. The filer is identified as a Director and Officer (Chief Banking Officer) and the shares are held in direct ownership.
Paul A. Perrault filed an initial Form 3 reporting beneficial ownership in Beacon Financial Corp (symbol shown as BBT). The filing records 204,380 shares held directly and an additional 31,500 shares held indirectly through "Paul A. Perrault GRAT #3". The form identifies Perrault as a Director and President and CEO and shows the transaction date as 09/01/2025 with the form signed on 09/05/2025.
Thomas J. Hollister filed an initial Form 3 reporting his beneficial ownership in Beacon Financial Corp (BBT) following a 09/01/2025 event. He is identified as a Director and filed as an individual reporting person. The filing shows ownership of 21,951 shares of common stock held directly, plus 3,276 shares held indirectly in an IRA and 966 shares held indirectly in a trust, for a total of 26,193 shares disclosed. The form contains no derivative holdings and includes a signature by Hollister via a power of attorney on 09/05/2025. The filing is a routine disclosure required under Section 16 and does not state any transactions, option grants, or additional narrative explanations.
Form 3 filing: Willard I. Hill, Jr. reported initial beneficial ownership of Beacon Financial Corp (BBT) securities. He directly owns 13,326 shares of common stock and indirectly owns 307 shares through an IRA. The event requiring the statement occurred on 09/01/2025 and the form was signed by Marissa S. Martin as POA on 09/05/2025. The filer is identified as a director and this is an individual filing.